Johnson Investment Counsel’s UMB Financial UMBF Stock Holding History

Johnson Investment Counsel’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.5M	Buy	500,732 +17,783	+4%	+$2.29M	0.52%	54
2026 Q1	$54.5M	Buy	482,949 +120,831	+33%	+$14.5M	0.44%	61
2025 Q4	$41.7M	Buy	362,118 +340,316	+1,561%	+$38.6M	0.34%	76
2025 Q3	$2.58M	Buy	21,802 +311	+1%	+$35.8K	0.02%	269
2025 Q2	$2.26M	Buy	21,491 +41	+0.2%	+$4.09K	0.02%	282
2025 Q1	$2.17M	Hold	21,450	–	–	0.02%	277
2024 Q4	$2.42M	Hold	21,450	–	–	0.02%	245
2024 Q3	$2.25M	Buy	+21,450	New	+$2.09M	0.02%	270

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Johnson Investment Counsel's UMBF Position: Q2 2026 in Review

Johnson Investment Counsel increased its UMB Financial (UMBF) stake by 3.7% in Q2 2026, buying an estimated $2.29M and bringing the position to 500,732 shares worth $71.5M. The position accounts for 0.52% of the portfolio, ranked #54.

Johnson Investment Counsel first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Johnson Investment Counsel held 500,732 shares of UMB Financial worth $71.5M as of Q2 2026.
Johnson Investment Counsel bought 17,783 UMB Financial shares in Q2 2026, an estimated $2.29M.
UMB Financial made up 0.52% of Johnson Investment Counsel's portfolio in Q2 2026, its #54 holding.
Johnson Investment Counsel first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.